Monday Afternoon Links

[CNBC] Nasdaq rises to fresh record high led by tech; traders eye oil and yields: Live updates

[CNBC] 10-year Treasury yield rises to fresh 2002 high to start the week

[Yahoo Finance] Global bond sell-off spreads as yields rise amid 'collection of shocks'

[Yahoo/Reuters] Brazil's currency, stocks soar after Bolsonaro scores first-round election upset

[Yahoo/Reuters] French bond contagion fears are rattling the euro

[Yahoo/Reuters] US services sector activity slows in September; price pressures mount

[Reuters] BIS chief warns soaring debt, market changes could complicate future crisis response

[Bloomberg] US Services Expansion Slows, Price Gauge at Four-Year High

[Bloomberg] Japan’s Massive Bond Rotation Is France’s Nightmare

[Bloomberg] New Hazard for Treasuries Hides in Bond Futures’ Fine Print

[Bloomberg] BofA Sees the End of ‘Easy Money’ Made From the AI-Spending Trade

[NYT] High Interest Rates Aren’t Slowing the A.I. Boom. That’s a Problem for the Fed.

[NYT] Burst of Attacks in Gulf Heightens Fears Over Fragile Energy Trade

[WSJ] Germany and France Are Proposing a New Weapon to Counter Flood of Chinese Goods

[FT] Donald Trump poised to ease red diesel limits in attempt to quell fuel inflation

[FT] French central bank head warns country at risk of being ‘strangled by interest rates’